Best Financial Advisors in Burnaby, BC
The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Burnaby area.
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Income Tax Preparation, Advisory Services, Book Keeping
“Unlike most of them, Lydia understood right away what had to be done and revised my tax returns to get me a refund which was more than what I had expected.”
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Carlo Sarabia - Financial Advisor
Protecting Your Wealth, Building Your Wealth, Added Value Services
“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”
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Stratego Financial
Pre-Retirees, Retirees, Business Owners
“Vanson has helped and advised me with obtaining private health and dental insurance and travel insurance.”
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The Lifestyle Protector
Wealth Management, Financial Planning, Estate Planning
“I highly highly recommend Lynn as one of those rare professionals who genuinely cares, provides a warm personal touch, while providing expert holistic advice.”
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IPC Investment Corporation - Mike Mollica
Tax Planning, Cash & Credit Management, Estate Planning
“I like that I can leave my children's education fund in their hands and not have to deal with it for years.”
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Thaker Financial
- Networking
- Insurance
- Business
“I recently met with her to set up a critical illness insurance policy for myself, something I never previously thought about that I now consider crucial.”
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Axiom-Frontline Financial Services
“Theresa's services are very professional, reliable, legit and always on time. Products she is providing are clearly explained allowing customers to better understand what they will be getting. Very friendly and caring environment. Overall experience:...”
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Cinnamon Jang Willoughby
“Edit: no more free coffee, 4 stars.”
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Save Corporation Tax - 10 Ways to Reduce Corporation Tax
“Thanks for the tax saving strategies”
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Orca Financial
“I would certainly recommend Orca Pacific and wish them only the best in the future.”
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Clear Path Financial Planners
Incorporated Professionals, Business Owners, Willing Wisdom
“You run a successful business but the path to success hasn't been without challenges. One of the biggest challenges business owners face is not having enough time. You're busy managing staff, selling your products and services, working on operations ...”
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Wealthviser Private Wealth
Process, Team, Philosophy
““Our clients come to us to help preserve and grow their wealth, and to find a true path to financial independence for themselves and their loved ones. We truly believe the planning our clients do with us allows them to make a difference in their own ...”
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E-Focus CPA Business Solutions
Tax Preparation and Planning, Outsourced Accounting and Bookkeeping, Outsourced Cfo/Controller
“Our CPA firm can keep your books up-to-date, accurate, and organized with our outsourced accounting and bookkeeping services. We'll take on everything from accounts payable and monthly reconciliations of your bank and credit card accounts, to process...”
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Contextplanning
“Keith is President of context planning ltd. and is an independent insurance advisor able to quote, source and place business with all the major companies in Canada's insurance market. He works with personal and corporate clients on their risk managem...”
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Capital Concepts Group
“Capital Concepts Group has helped hundreds of people just like you to answer these questions. Together, we can discover your Successful Retirement Number and tailor a personalized plan to achieve it. We'll be happy to provide you with a complimentary...”
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Eric Muir - Raymond James
“Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subs...”
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Inwest Financial
“This year has been a brutal one for investors. Stocks are down, bonds are down, real estate is down—there has been nowhere to hide. TheToronto Stock Exchangenet total return is negative 11% year-to-date. The S&P 500 has been much worse, with a 23% dr...”
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Hibernia Financial Group
“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.. Please confirm ...”
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Money Strategies Financial
“We treat all our clients with the utmost respect by providing them with competent advice in a friendly, relaxed atmosphere; delivered with a personal touch. You will find us enjoyable to work with and supportive of our service.”
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Innovative Wealth Management
“Philip Primeau and the staff at Innovative have prepared our annual tax returns for many years and we have always been happy with the results. Last year, we employed them as a tax advisor and we were given a range of income/tax options that helped us...”
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Live Longer Live Better
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True Asset Advisory
“True wealth is lasting, it stands the test of the markets and risks that comes our way. Truewealth allows us the freedom to live the life we choose. True wealth does not come from investment funds of the week or tax evasion strategies. True wealth is...”
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Steven Joe Financial | Assante Financial Management
- Expertise
- Team
- Tax
“Steve is a subject matter expert in his space, in addition to being knowledgeable in many other aspects of business and life which makes him an invaluable personal and business advisor.”
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Loney Financial
- Business
- Trust
- Team
“Everything about their work and the benefits they have brought to both my personal and business portfolio's over the years have brought excellent financial benefits no matter the market situation 👍🏻 👍🏻”
Retirement Planning and Investment Management Services in Burnaby, BC Cost Estimates
Why these companies made our list
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